Gabelli Utility & Income Trust
GLU
20 hedge funds and large institutions have $17.8M invested in Gabelli Utility & Income Trust in 2025 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 1 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 6
9% more capital invested
Capital invested by funds: $16.4M → $17.8M (+$1.4M)
0% more ownership
Funds ownership: 18.35% → 18.35% (+0%)
5% less funds holding
Funds holding: 21 → 20 (-1)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$206K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$110K |
| 3 |
Comerica Bank
Dallas,
Texas
|
+$6.97K |
| 4 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$2.3K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.17K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$116K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$101K |
| 3 |
LPL Financial
San Diego,
California
|
-$46K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$11.8K |
| 5 |
CAS
Coppell Advisory Solutions
Coppell,
Texas
|
-$9.59K |
GLU Hedge Fund Activity: Q1 2025 in Review
20 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Gabelli Utility & Income Trust (GLU) for Q1 2025, worth a combined $17.8M — up 8.5% from $16.4M a quarter earlier.
Sellers outnumbered buyers: 1 fund closed out of GLU and 0 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 7 added.
The largest buyer was Private Advisor Group, adding an estimated $206K. The largest seller was Morgan Stanley, cutting an estimated $116K.
- 20 institutional investors held Gabelli Utility & Income Trust (GLU) as of Q1 2025, down from 21 in Q4 2024.
- Funds reported $17.8M of Gabelli Utility & Income Trust stock for Q1 2025, up 8.5% quarter-over-quarter.
- 0 funds opened new Gabelli Utility & Income Trust positions in Q1 2025 and 1 closed out, a net change of -1 holder.
- The largest Gabelli Utility & Income Trust buyer in Q1 2025 was Private Advisor Group, an estimated $206K added.
- The largest Gabelli Utility & Income Trust seller in Q1 2025 was Morgan Stanley, an estimated $116K sold.
Based on aggregated 13F filings for Q1 2025.